Implementation Manager, Tabs

• Proactive self-starter who thrives in ambiguous, scrappy environments and is eager to learn, adapt, and scale within a fast-paced evolving startup atmosphere. Preferably experienced in building out playbooks and processes
• Comfortable getting technical with customers on accounting/finance concepts, independently developing implementation plans and experimenting with the best setup for our early-stage product
• Excellent communicator with the ability to effectively manage and balance customer expectations, and provide clear guidance on customers requirements for implementation. Ability to drive meetings and communicate with customers both asynchronously via email and Slack
• Thrive in a fast-paced environment, excels at managing multiple implementations,and prioritizes effectively to deliver results
• Strong project management skills. You have successfully managed various complex implementations to completion independently
• 4-6+ years of experiences in implementation or customer onboarding at early-stage startups, with a strong ability to work with imperfect solutions and collaborate closely with customers to build together
• Solid understanding of technical concepts, enabling you to assess the customer’s technical stack and Tabs’s product to create solutions that support advanced customer workflows Equally comfortable in Accounting and Technical environments, engaging with CFOs, controllers, technical teams, and system administrators

Desirable

• Tabs is hiring an experienced Solutions Engineer to support signed customers with implementation and onboarding until full go-live
• You’ll be the founding member of the Implementation Team at Tabs and therefore directly involved in the development of the department
• Your responsibilities will include guiding customers through the integration of Tabs products to ensure smooth onboarding and successful implementation
• This role is crucial for customer success, as implementation lays the foundation for our customers’ use of Tabs
• You’ll work cross-functionally with GTM, Customer Success, and Operations, and collaborate with Product and Engineering to develop new features based on customer needs
• Be a trusted implementation partner to our customers to ensure onboarding in a timely manner
• Develop a strong understanding of the customer’s current technology requirements and map the customer's current business processes to the Tabs product offering
• Define, develop, and document requirements during kickoff to ensure customer needs are captured and come up with an implementation roadmap
• Guide the customer to adopt Tabs and install various integrations (General Ledger, Tax Platforms, Payments Platform, etc.)
• Meaningfully shape our future product: As you engage with customers, you'll gain insights to help us serve them better and work with the product to inform the roadmap
• When technical issues arise, you’ll leverage internal tools, teams, and resources to ensure customers meet their implementation milestones
• You will support customers as they test, pilot and ultimately rely on our platform for critical finance and billing processes
• Build productive customer relationships to ensure that all stakeholders are engaged, informed of implementation progress, blockers, and action items
• Document technical considerations and contribute to the internal knowledge base as a resource for Customers, Partners, Customer Experience (CX) and Support
• Partner cross-functionally with Sales and Customer Experience organization to ensure the customer is set up for successful handoff in the Post Sales lifecycle